October 7, 2021

Macro Series

Global Letter – Investment requirements for a 2C world

BY John Llewellyn, Silja Sepping

Listen to our reports with a personalized podcasts through your Amazon Alexa or Apple devices audio translated into several languages

Dear Colleague,

Of the many issues that will be discussed in connection with the forthcoming COP26 meeting, one that need not be is the investment cost of switching to a green economy. The requisite resources will be available: though they seem unlikely to be deployed in time.


Trimmed Means

The ‘Core’ measure of US inflation has risen misleadingly: it seems unlikely virulently to ‘infect’ other prices.  

Read More »

World View & Risks

Please find attached our foundation document, World View & Risks. Published quarterly, it presents: In two concise summary pages our judgement about the likely behaviour of the principal drivers of the world economy and financial

Read More »

Economic recovery and resilience

The rate to which economic growth settles down will depend on countries’ investment response, including to going digital and green, and the quality of their structural policies.

Read More »